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Salesforce Sales-Admn-202 Exam Syllabus Topics:

Topic
Details

Topic 1

Bundle Configurations: This section of the exam measures skills of Salesforce Consultants and covers setting up bundle structures to meet various business requirements. It evaluates the ability to configure Product Rules that ensure bundles work properly according to defined processes.

Topic 2

Orders, Contracts, Amendments, and Renewals: This section of the exam measures skills of Salesforce Consultants and covers understanding the data required for generating Orders and Contracts. It also involves creating renewal and amendment quotes, and deciding when to use Orders, Contracts, Subscriptions, and Assets to satisfy customer and business processes.

Topic 3

CPQ Platform: This section of the exam measures skills of Salesforce Administrators and covers designing, configuring, and troubleshooting Price Rules using lookup objects and formulas. It involves applying knowledge of the quote calculation sequence, permissions, record types, field sets, and page layouts. It also tests understanding of CPQ data flow across objects, localization and multi-currency setup, package-level settings, and how the CPQ managed package integrates within a Salesforce org.

Topic 4

Product Selection: This section of the exam measures skills of Salesforce Administrators and covers enabling product selection through tools like Search Filters, field sets, and Custom Actions. It ensures that users can easily find and configure products to match business needs.

Topic 5

Approvals: This section of the exam measures skills of Salesforce Consultants and covers selecting and setting up native or Advanced Approvals. It ensures that approval processes meet business needs and align with quoting workflows.

Salesforce Certified CPQ Administrator Sample Questions (Q158-Q163):

NEW QUESTION # 158
An admin wants to map Configuration Attribute values to Quote Lines that are for parent bundle products only. The fields are set up to correctly map between Quote Lines and Product Options.
Which setup will ensure this condition is met?

A. On the bundled parent. Apply to Product Options is False.
B. On the child options. Apply Immediately is False and Apply Immediately Context is Always.
C. On the Configuration Attribute. Auto-Select is False.
D. On the Configuration Attribute. Apply to Product Options is False.

Answer: A

Explanation:
Requirement:
* Ensure Configuration Attribute values are mapped only to parent bundle Quote Lines, not child Product Options.
Solution:
* Setting Apply to Product Options to False on the parent bundle ensures the Configuration Attribute's value is mapped only to the parent Quote Line.
Why Other Options Are Incorrect:
* A: Changing Apply Immediately settings for child options does not control parent-quote mapping.
* B: Auto-Select = False does not relate to mapping Configuration Attributes.
* C: Apply to Product Options must be set on the parent bundle, not the Configuration Attribute itself.
Salesforce CPQ Reference:
* Configuration Attributes Mapping Behavior is detailed in CPQ Bundling Configuration Guidelines .

NEW QUESTION # 159
A renewal quote has been generated through automation 45 days before the contract ends on December 31.
The customer wants to increase the quantity of their monthly service subscription. The customer is unprepared to renew at the moment, but needs to arrange the quantity increase for the last month of the contract immediately. Upon finalizing the amendment Quote and contracting the amendment Opportunity the sales ops team has discovered that the renewal Opportunity is out of sync with the latest change.
How can the sales ops team ensure the renewal Quote reflects the increased quantity?

A. Create an Order from the amendment Opportunity, then contract the amendment Order and refresh the renewal Quote.
B. Terminate the Contract with an End Date of November 30, and set the renewal Quote Date to December
1 of this year.
C. Delete the existing Renewal Quote, and uncheck and re-check the Renewal Quote checkbox on the Contract.
D. Delete the Renewal Opportunity, contract the amendment Opportunity again, then create a new renewal Opportunity and Quote.

Answer: A

Explanation:
Scenario:
* The customer wants to increase the subscription quantity for the last month of the contract. The renewal Opportunity must reflect this change.
Solution:
* Generate an Order from the amendment Opportunity to capture the changes.
* Contract the amendment Order to update the Contract.
* Refresh the renewal Quote to synchronize the increased quantity.
Why Other Options Are Incorrect:
* B: Terminating the contract with a specific end date is unnecessary for this scenario.
* C & D: Deleting Renewal Opportunities or Quotes adds unnecessary manual steps and risks data integrity.
Salesforce CPQ Reference:
* The process for handling amendments and renewals is detailed in Amendments and Renewal Configuration Guidelines .

NEW QUESTION # 160
Universal Containers (UC) offers the same services for consumption in different parts of the country, but at different prices. UC has configured this without cloning bundles or pricebooks.
A single quote can contain products for consumption anywhere in the country.
A custom object has been created to maintain a Price Multiplier per product per geographic area. The quote document should display the List Price of the appropriate geographic area.
How should the CPQ specialist complete the configuration?

A. Create a custom List Unit Price field on the Quote Line and a Lookup Price Rule to retrieve themultiplier and apply it to the custom List Unit Price field on the Quote Line.
B. Create a Lookup Price Rule to retrieve the multiplier and apply it to the List Unit Price field on the Quote Line.
C. Create a Lookup Price Rule to retrieve the multiplier and apply it to the Special Price field on the Quote Line.
D. Enable the Consumption Schedules checkbox in the CPQ Managed Package Settings.

Answer: A

Explanation:
Requirement Overview:
* Adjust the List Price dynamically based on the geographic area using a custom Price Multiplier stored in a custom object.
Solution Details:
* Custom List Unit Price Field: Store the adjusted List Price for the specific geographic area.
* Lookup Price Rule: Retrieve the multiplier from the custom object and calculate the adjusted List Price.
Steps to Configure:
* Create a Custom Field (e.g., Custom List Unit Price) on the Quote Line.
* Create a Lookup Price Rule to:
* Retrieve the Price Multiplier from the custom object.
* Calculate and populate the custom List Unit Price field.
Validation:
* Generate a Quote and confirm the List Price reflects the appropriate multiplier for the geographic area.

NEW QUESTION # 161
An admin has created a bundle with four Product Options for Products A, B, C, and D.
When configuring the bundle, the user should not be allowed to select both Product C and Product D at the time.
How should the admin set up Bundle A to accomplish this?

A. Create an Option Constraint and set Type = Dependency
B. Create a Product Feature and set both Min Options and Max Options to 4.
C. Create a Product Feature and set both Min Options and Max Options to 1.
D. Create an Option Constraint and set Type = Exclusion.

Answer: D

Explanation:
Requirement:
* Prevent users from selecting both Product C and Product D in a bundle configuration.
Solution:
* Using an Option Constraint with Type = Exclusion ensures that selecting one product automatically excludes the other.
Why Other Options Are Incorrect:
* A: Dependency constraints ensure one product depends on another, which is the opposite of the requirement.
* B & D: Setting Min Options and Max Options in a Product Feature does not enforce mutual exclusivity.
Salesforce CPQ Reference:
* Option Constraints and their configuration are detailed in CPQ Bundling Guidelines .

NEW QUESTION # 162
Universal Containers wants to show a Monthly Price column on the Quote Document if the Quote has Payment Terms of Net 30.
In addition to creating the Monthly Price Line Column, which two Configurations are needed to satisfy this requirement?
Choose 2 answers

A. Create an additional Line Items section without the Monthly Price field.
B. Include Monthly Price in the Quote Line Editor Field set.
C. Create a custom formula Indicating if the Payment Terms are Net 30.
D. Set the Conditional Print Field on the Line Column record.

Answer: B,C

Explanation:
Universal Containers requires a dynamic approach to display the Monthly Price column on the Quote Document only when the Payment Terms field is set to "Net 30". Here's how to achieve this:
Step 1: Create a Monthly Price Line Column
* Navigate to Quote Templates in Salesforce CPQ.
* Select the relevant Quote Template.
* In the Line Columns related list:
* Create a new Line Column for "Monthly Price."
* Configure the desired settings for how the Monthly Price should display in the PDF.
Step 2: Create a Custom Formula Field
* Navigate to Setup > Object Manager > Quote.
* Create a custom formula field (e.g., Show_Monthly_Price) on the Quote object:
* Type: Formula (Checkbox).
* Formula Logic: IF(Payment_Terms__c = "Net 30", TRUE, FALSE).
* Replace Payment_Terms__c with the API name of the Payment Terms field.
This formula ensures the field returns TRUE only when Payment Terms equals "Net 30." Step 3: Configure Conditional Print Field on the Line Column
* Return to the Quote Template and edit the Monthly Price Line Column.
* Set the Conditional Print Field to Show_Monthly_Price.
* This links the visibility of the Monthly Price column to the custom formula field you created.
Step 4: Validate in Quote Document
* Generate a Quote Document for a Quote where Payment Terms are set to "Net 30."
* The Monthly Price column should appear in the PDF.
* Change the Payment Terms to a value other than "Net 30" and regenerate the document.
* The Monthly Price column should not appear.
Step 5: Optional Enhancements
* Discard Width When Hidden:In the Monthly Price Line Column, enable this setting to avoid column width adjustments when the column is hidden.
* Test Across Use Cases:Validate across different Payment Terms to ensure robust behavior.
By using a combination of the Conditional Print Field and a custom formula field, Universal Containers can dynamically control the visibility of the Monthly Price column.

NEW QUESTION # 163
......

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